Moving Markets

Stocks in the US and Asia are up this morning on the heels of what some called a ‘goldilocks’ US jobs report, showing a somewhat less tight labour market and lower-than-expected wage growth, and the on-going China reopening. Richard Tang, our Head of Research in Hong Kong, sets the rally in Asia in perspective and Mensur Pocinci, our Head of Technical Analysis, explains why he believes that investors are well advised to rebalance stock portfolios, considering investments in Asia and Europe too over the coming months.

00:14 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
03:59 China outlook by Richard Tang (Head of Research, Hong Kong)
09:57 Technical analysis update by Mensur Pocinci (Head of Technical Analysis Research)
10:59 Closing remarks by Roman Canziani (Head of Investment Writing)

Show Notes

Stocks in the US and Asia are up this morning on the heels of what some called a ‘goldilocks’ US jobs report, showing a somewhat less tight labour market and lower-than-expected wage growth, and the on-going China reopening. Richard Tang, our Head of Research in Hong Kong, sets the rally in Asia in perspective and Mensur Pocinci, our Head of Technical Analysis, explains why he believes that investors are well advised to rebalance stock portfolios, considering investments in Asia and Europe too over the coming months.

00:14 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
03:59 China outlook by Richard Tang (Head of Research, Hong Kong)
09:57 Technical analysis update by Mensur Pocinci (Head of Technical Analysis Research)
10:59 Closing remarks by Roman Canziani (Head of Investment Writing)

What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.